Secure eSignatures for KYC Forms: Onboard Customers Faster & Stay Compliant
Eliminate paper-based bottlenecks and reduce customer drop-off rates.
Get legally binding, audit-proof signatures on your KYC documents in minutes.
Stop Drowning in KYC Paperwork. Start Onboarding Instantly.
Manual KYC processes are slow, expensive, and create a frustrating experience for new customers, leading to high drop-off rates. eSignly transforms your customer onboarding by replacing cumbersome paperwork with a fast, secure, and fully compliant digital workflow, allowing you to verify and approve customers in minutes, not days.
Why eSignly is the Clear Choice for KYC Automation
We built our platform to solve the specific challenges of regulated industries. From bank-grade security to seamless integration, we provide the tools you need to build a faster, more compliant onboarding process.
Ironclad Security
Protect sensitive customer data with end-to-end encryption and compliance with SOC 2, ISO 27001, HIPAA, and PCI DSS standards. Your data's integrity is our top priority.
Global Legal Compliance
Our eSignatures are legally binding under the U.S. ESIGN Act, UETA, and other international laws. We provide comprehensive, tamper-proof audit trails for full legal defensibility.
Seamless API Integration
Embed eSignature capabilities directly into your existing CRM, core banking system, or custom application with our robust, developer-friendly REST API for a frictionless workflow.
Unmatched User Experience
Customers can sign documents on any device, anytime, anywhere, with no downloads or complex instructions. A simple, intuitive interface minimizes friction and reduces drop-off.
Complete Audit Trail
Capture every action in a detailed, time-stamped log. Track when a document was opened, viewed, and signed, including the signer's IP address and location, for ultimate proof.
Accelerated Onboarding
Slash customer onboarding time from days to minutes. Eliminate manual data entry and follow-ups, allowing your team to focus on high-value tasks instead of paperwork.
Reduced Operational Costs
Drastically cut expenses related to printing, scanning, shipping, and storing physical documents. Go fully digital and reallocate resources to growth-focused initiatives.
Customizable Branding
Maintain a consistent brand experience by adding your company logo and colors to the signing interface and email notifications. Reinforce trust and professionalism at every touchpoint.
Dedicated Expert Support
Our team is ready to assist with everything from simple questions to complex API integrations. We're your partner in ensuring a smooth and successful implementation.
Your KYC Workflow, Automated in 3 Simple Steps
Our process is designed for maximum efficiency and simplicity, for both your team and your customers.
1. Prepare & Send
Upload your KYC form (PDF, Word), add signer fields for data collection, and send it to your customer via a secure email link.
2. Customer Signs Online
Your customer opens the link on any device, fills in the required information, and applies their legally binding electronic signature in seconds.
3. Secure & Store
All parties instantly receive a copy of the signed document. The final version, with its complete audit trail, is securely stored for compliance.
A Comprehensive Toolkit for Secure Digital Onboarding
eSignly offers a full suite of features designed to handle every aspect of the KYC document workflow, from initial data capture to final, compliant storage.
Remote Electronic Signatures
Enable customers to sign documents from anywhere in the world on any device. Our responsive design ensures a seamless experience on desktops, tablets, and smartphones without requiring any app downloads.
- Capture legally binding signatures that comply with global regulations.
- Offer a convenient, user-friendly signing process to reduce friction.
- Eliminate the need for physical presence, expanding your market reach.
Advanced Signer Fields
Go beyond signatures. Collect critical KYC data directly within the document by placing text fields, checkboxes, date fields, and dropdown menus. This ensures you receive complete and accurate information every time.
- Reduce errors and omissions with mandatory fields and data validation.
- Pre-populate known data to speed up the process for customers.
- Capture initials, full names, dates, and other essential KYC data points.
Document Templates
Standardize your KYC process by creating reusable templates. Save your most frequently used forms with all fields and settings pre-configured, allowing your team to send documents in seconds.
- Ensure consistency across all customer onboarding documents.
- Drastically reduce the time it takes to prepare and send forms.
- Easily update templates to reflect changes in regulations or policies.
In-Person Signing
Perfect for in-branch or face-to-face interactions. Allow customers to sign documents directly on a tablet or computer, combining the convenience of digital with a personal touch.
- Digitize your in-person onboarding process completely.
- Capture signatures instantly without needing to print or scan.
- Provide a modern, efficient experience for walk-in customers.
Multi-Language Support
Serve a global customer base by offering the signing experience in over 18 languages. This enhances clarity, reduces confusion, and shows a commitment to customer accessibility.
- Improve comprehension and trust with non-native English speakers.
- Expand your services to new international markets with ease.
- Provide a localized experience that boosts completion rates.
Bulk Sending for Mass Onboarding
Send the same KYC document to hundreds or thousands of recipients at once, each with their own unique, secure signing link. Ideal for new product launches or policy updates.
- Save countless hours of administrative work.
- Easily track the status of each individual recipient from a central dashboard.
- Maintain personalization while scaling your outreach efforts.
API for CRM/System Integration
Automate your entire workflow by integrating eSignly with your existing systems. Our powerful REST API allows you to generate, send, and track documents without ever leaving your primary application.
- Trigger KYC document sends automatically based on actions in your CRM.
- Sync signed documents and collected data back to customer records.
- Build a completely seamless, end-to-end digital onboarding journey.
Automated Reminders & Notifications
Keep the process moving without manual follow-up. Set automatic email reminders for customers who haven't signed, and receive instant notifications as soon as a document is completed.
- Reduce document turnaround time significantly.
- Free up your team from the tedious task of chasing signatures.
- Stay informed on the status of every document in real-time.
White-Labeling & Branding
Deliver a consistent brand experience from start to finish. Customize the signing portal and email notifications with your company's logo and color scheme to build trust and recognition.
- Provide a professional, seamless experience for your customers.
- Reinforce your brand identity at every customer touchpoint.
- Avoid the confusion of sending customers to a third-party branded site.
Data Validation Rules
Ensure the data you collect is accurate and properly formatted from the start. Set rules for fields like account numbers, phone numbers, or national IDs to prevent common data entry errors.
- Eliminate back-and-forth corrections due to invalid data.
- Improve the quality and integrity of your KYC data.
- Streamline downstream processes that rely on accurate customer information.
Tamper-Proof Audit Trails
Every signed document is accompanied by a comprehensive, court-admissible audit trail. This certificate contains a detailed history of every action taken, providing undeniable proof of the signing process.
- Capture signer names, email addresses, IP addresses, and timestamps.
- Create a permanent, unalterable record for compliance and legal purposes.
- Exceed regulatory requirements for document integrity and authenticity.
Secure Document Storage
Store your completed KYC documents in our secure, encrypted cloud repository. Access your critical compliance records anytime, from anywhere, with peace of mind.
- Protect sensitive customer information with bank-grade security.
- Eliminate the risks and costs associated with physical document storage.
- Easily search and retrieve documents for audits or reviews.
Two-Factor Authentication (2FA)
Add an extra layer of security to the signing process. Require signers to verify their identity by entering a one-time passcode sent to their mobile device before they can access the document.
- Prevent unauthorized access to sensitive KYC forms.
- Strengthen identity verification for high-value transactions.
- Provide stronger proof of who signed the document.
Role-Based Access Control
Manage your team's access to documents and features with granular permissions. Ensure that employees can only view or act on the information relevant to their roles, enhancing internal security.
- Protect customer data from unauthorized internal access.
- Create custom roles for different teams like compliance, sales, and support.
- Maintain a clear chain of custody and control over your documents.
Compliance with ESIGN, UETA, GDPR
Our platform is built from the ground up to meet stringent legal and regulatory standards. We ensure your eSignature process is compliant with major regulations in the US, Europe, and beyond.
- Operate with confidence that your digital process is legally sound.
- Meet data privacy requirements like GDPR for your European customers.
- Stay ahead of evolving compliance landscapes with a trusted partner.
Built on a Foundation of Trust and Security
We are committed to the highest standards of data security and legal compliance, so you can onboard customers with confidence. Our platform is regularly audited and certified by leading industry bodies.
SOC 2 Type II
ISO 27001
PCI DSS
Success Stories: Real Results from KYC Automation
See how leading companies in regulated industries have transformed their onboarding processes, improved compliance, and accelerated growth with eSignly.
FinTech Startup Reduces Onboarding Time from 3 Days to 5 Minutes
Industry: Financial Technology (FinTech)
Client Overview: A fast-growing digital investment platform was struggling with a manual, paper-based KYC process. The lengthy onboarding was causing a significant drop-off in potential customers, hindering their growth in a competitive market. They needed a solution that was fast, secure, and could integrate with their custom-built user portal.
"eSignly was a game-changer. We went from losing customers in a 3-day waiting period to having them fully onboarded and funded in minutes. Their API was straightforward, and the impact on our conversion rate was immediate and substantial."
- Ava Harrington, COO, FinTech Innovator
Key Challenges:
- High customer abandonment rate during the 72-hour manual verification process.
- Operational inefficiencies from printing, scanning, and manually entering data.
- Concerns about data security with physical document handling.
- Inability to scale the onboarding process to match marketing efforts.
Our Solution:
We implemented eSignly's REST API directly into their customer sign-up flow. New users could now complete and sign all necessary KYC and AML documents within the platform's interface, creating a seamless, uninterrupted journey.
- Integrated eSignature requests triggered automatically upon user registration.
- Used data validation fields to ensure accurate information capture.
- Automated the delivery of signed documents to their compliance team.
- Provided a fully branded signing experience to maintain user trust.
Regional Bank Digitizes Account Opening and Boosts Compliance
Industry: Banking
Client Overview: A well-established regional bank with over 50 branches wanted to modernize its retail and business account opening process. Their reliance on in-person, wet-ink signatures was a major obstacle to competing with digital-first banks. They needed a solution that was highly secure, compliant with banking regulations, and easy for both customers and branch staff to use.
"The ability to offer both remote and in-person e-signing has transformed our branch operations. We've cut down on errors, improved our audit readiness, and our customers love the modern, faster experience. eSignly's platform is robust and secure."
- Michael Harper, VP of Operations, Regional Bank
Key Challenges:
- Lengthy in-branch appointments for account opening.
- High rate of Not-in-Good-Order (NIGO) applications due to manual errors.
- Expensive and cumbersome physical document storage and retrieval for audits.
- Lack of a viable remote onboarding option for new customers.
Our Solution:
eSignly provided a hybrid solution. We equipped branch staff with tablets for in-person signing and enabled a secure remote signing workflow for customers who preferred to open accounts online. All documents were standardized using eSignly's template feature.
- Deployed in-person signing on tablets across all 50 branches.
- Created a secure remote signing workflow for their website.
- Standardized all account opening forms into easy-to-use templates.
- Centralized all signed documents in a secure, searchable digital archive.
Real Estate Firm Streamlines Tenant Verification and Leasing
Industry: Real Estate
Client Overview: A large property management firm managing thousands of residential units was bogged down by the paperwork involved in tenant applications, background checks, and lease agreements. The process required multiple touchpoints, printing, and mailing, which delayed occupancy and frustrated prospective tenants.
"We now handle the entire leasing process, from application to signed lease, in a single day. It's incredible. eSignly's bulk sending feature is also perfect for distributing policy updates to all our tenants. It has saved our property managers so much time."
- Olivia Bishop, Head of Property Management, Real Estate Firm
Key Challenges:
- Lease signing process taking over a week to complete.
- Difficulty managing and tracking documents across a large portfolio.
- High printing and courier costs for lease agreements.
- Poor experience for remote or out-of-state tenants.
Our Solution:
We implemented eSignly to digitize their entire leasing workflow. Application forms, consent for background checks, and final lease agreements were converted into secure digital documents that could be sent, signed, and returned in minutes.
- Created templates for all standard leasing and tenant verification documents.
- Enabled property managers to send and track documents from any device.
- Utilized automated reminders to ensure timely completion by applicants.
- Provided a secure, central repository for all signed lease agreements.
Integrate Seamlessly Into Your Existing Workflow
Connect eSignly to the tools you already use every day. Our robust API and pre-built integrations make it easy to build a fully automated, end-to-end digital process.
What Our Clients Say
We're proud to help businesses streamline their most critical document workflows. Here's what some of our clients have to say about their experience with eSignly.
"The audit trail is incredibly detailed. It gives our compliance team complete confidence during regulatory reviews. We can prove who signed, when, and where, without any ambiguity. eSignly is a must-have for any regulated fintech."
"Our user acquisition funnel improved dramatically after implementing eSignly's API. The seamless integration meant users never had to leave our platform to complete their KYC. The reduction in drop-offs translated directly to revenue."
"Security was our number one concern. eSignly's commitment to certifications like SOC 2 and ISO 27001 made the decision easy for us. Their platform is robust, reliable, and secure."
"We've cut our document processing costs by over 60%. The savings on paper, ink, and postage alone were significant, but the real value is in the time our loan officers have gotten back. They can now focus on clients, not paperwork."
"As a startup, we need tools that are powerful but also easy to implement. We had our first KYC form signed via the eSignly API in less than a day. The documentation is excellent, and the platform scales with us as we grow."
"Managing client intake and engagement letters used to be a logistical nightmare. With eSignly, it's a streamlined, professional process. Clients are impressed by the ease of use, and we have a secure, organized record of every signed document."
Frequently Asked Questions
Have questions? We have answers. Here are some of the most common inquiries about using eSignly for KYC forms.
Yes. eSignly's electronic signatures are legally binding in the United States and many other countries worldwide. We comply with the U.S. Electronic Signatures in Global and National Commerce (ESIGN) Act and the Uniform Electronic Transactions Act (UETA), which grant eSignatures the same legal status as handwritten signatures.
We provide multiple layers of authentication. Every transaction is tracked in a detailed audit log that captures the signer's email, IP address, and timestamps. For enhanced security, you can enable Two-Factor Authentication (2FA), which requires signers to verify their identity with a code sent to their mobile phone before accessing the document.
Absolutely. Our powerful REST API is designed for easy integration into your existing CRM, core banking platform, or any custom application. This allows you to create a seamless, automated workflow where documents are generated, sent, and tracked without manual intervention. We also offer integrations with platforms like Zapier to connect with thousands of other apps.
Once a document is completed, all parties automatically receive a final, signed PDF copy. The document, along with its tamper-proof Certificate of Completion and audit trail, is stored in our secure, encrypted cloud vault. You can access, download, or manage your documents from your eSignly dashboard at any time.
Yes. eSignly is built to scale. Our enterprise plan is designed for high-volume needs and offers advanced features like Single Sign-On (SSO), customizable branding, role-based access controls, and dedicated support. Our infrastructure can handle thousands of transactions, ensuring reliability and performance for large organizations.
No, not at all. Signers do not need an eSignly account, nor do they need to pay anything. They simply click the secure link in the email they receive, fill out the required fields, and sign on their device. The process is designed to be as simple and frictionless as possible for your customers.
Ready to Automate Your KYC Process?
Stop losing customers to slow, manual paperwork. Join thousands of businesses that use eSignly to onboard customers faster and more securely. Start your free trial today and send your first KYC form in minutes.
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